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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
476
W.H. Cornerstone Investments
Massachusetts
$412K +$412K +8,183 New
TWP
477
Triad Wealth Partners
Kansas
$410K -$803K -15,930 -66%
WF
478
WealthPoint Financial
North Carolina
$406K +$13.7K +272 +3%
HI
479
Harbour Investments
Wisconsin
$403K +$7.76K +154 +2%
CCA
480
Cypress Capital Advisors
Tennessee
$403K -$20.1K -398 -5%
HCA
481
Heck Capital Advisors
Wisconsin
$400K
DAS
482
Dynamic Advisor Solutions
Arizona
$393K -$5.75K -114 -1%
WWM
483
Whalen Wealth Management
Nevada
$392K -$2.29M -45,538 -85%
AAS
484
Annex Advisory Services
Wisconsin
$387K -$157K -3,106 -29%
ZI
485
ZEGA Investments
Florida
$362K +$2.52K +50 +0.7%
Financial Engines Advisors
486
Financial Engines Advisors
California
$337K +$337K +6,695 New
CWA
487
CogentBlue Wealth Advisors
Tennessee
$336K +$336K +6,664 New
GAA
488
Guardian Asset Advisors
Pennsylvania
$330K +$331K +6,561 New
MIM
489
MTM Investment Management
South Carolina
$324K -$30.1K -597 -8%
HCA
490
Harbour Capital Advisors
Virginia
$323K
LI
491
LifeWealth Investments
Florida
$320K -$93.6K -1,857 -23%
MMA
492
Miracle Mile Advisors
California
$317K +$318K +6,302 New
BTI
493
Blue Trust Inc
Georgia
$303K +$112K +2,219 +58%
BRPW
494
Ballast Rock Private Wealth
South Carolina
$302K
TWC
495
TD Waterhouse Canada
Ontario, Canada
$296K +$147K +2,914 +98%
GC
496
Guggenheim Capital
Illinois
$290K -$191K -3,794 -40%
CWS
497
Cypress Wealth Services
California
$288K -$280K -5,558 -49%
MAM
498
Mainsail Asset Management
Alabama
$287K +$81.1K +1,610 +39%
PAMG
499
Patton Albertson Miller Group
Tennessee
$282K -$20.2K -400 -7%
FAM
500
Frontier Asset Management
Wyoming
$279K +$3.27K +65 +1%